Contact Information

Michael C. Mattison, servicing the Washington DC metro area, is a registered advisory representative with LPL Financial. The focus of Mike's practice is in the Federal Employee market and he provides a concierge style of service unique in the industry. Mike is a retirement distribution planning specialist who has been published and has trained more than 2,000 financial professionals across the country. A nationally recognized public speaker on financial planning, he maintains the designation of Chartered Federal Employee Benefits Consultant (ChFEBC) and licenses in good standing for Life and Health insurance.

Offering Advice Since

1996

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Budgeting and cash management 

Licenses, Certifications, Education, and Affiliations

Designations: ChFEBC
Insurance Licenses:   Life & Health
Security Licenses:  Series 7, 63 & 65   
Education:  Bachelor of Science, Finance

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased
Commissions and/or loads for investment products purchased  

My Association with the Office or Firm

My Broker / Dealer Affiliation

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Research Financial Strategies, a registered investment advisor and separate entity from LPL Financial.

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